Tax Planning

As part of our client accounting solutions, Wheeler Financial offers a complete range of tax planning and preparation services to help businesses ensure compliance with all the necessary tax filings. Along with that, we make sure you do not pay a penny more than the law requires, and look for ways to help reduce your current and future tax burden. Whether you’re looking for end-of-year tax planning or a partner to provide guidance throughout the year, Wheeler Financial has a solution for you.

Business Tax Planning from Wheeler Financial

Below is a detailed list of tax planning solutions we offer business clients. We invite you to learn more by reaching out and scheduling an appointment with Pete today.

All areas of taxation regarding:

Federal and state (all U.S. jurisdictions)

Income

Estate and gift

Payroll

Property (real and personal)

Sales and use tax

Tax loss and carryover usage

Selection and change of accounting methods

Employee / contractor analysis

Tax risk management

Tax deferred exchange (§1031 exchange)

Sales or purchase of assets or business

Deferred compensation or retirement plans

Entity structure

Solutions

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Lafe “Pete” Wheeler is a registered representative with the following registrations 66 and 7 and can transact business with clients in Kentucky, Delaware, Pennsylvania, South Carolina and Texas. Lafe “Pete” Wheeler is also an investment adviser agent licensed in Kentucky, Delaware, Pennsylvania, South Carolina and Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services,and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.